Episode: Forget Retailers: Here's Why Tech Suffers Most from Trump's Tariffs

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Forget Retailers: Here's Why Tech Suffers Most from Trump's Tariffs

On this week's Investor's Marketcast, John Gillin and Scott Garliss welcome on Dan Ives, Chief Strategy Officer and Head of Technology Research at GBH Insights. Dan is a highly regarded tech analyst, and may be best known for his Wall Street-high price target on Netflix, predicting its stock will hit $500 as a “virtuous cycle” picks up. 

Scott and John ask Dan about the current growth picture in the U.S., and in the technology sector specifically. Dan explains why current growth stories are being underappreciated, despite high earnings expectations, and which names have great growth pictures.

Scott and Dan discuss the current mergers and acquisitions (M&A) landscape, and whether any notable M&A could be on the horizon in the tech space. 

John asks Dan about beaten-up IBM, and if there's any organic growth left in the stock. Dan explains why he's long-term positive on IBM, even as he’s watching the company closely during what he expects to be a pivotal 6-9 months.

Shifting to China, Scott asks Dan about the possible effects of the trade war. Dan tells Scott that he thinks the biggest impact is going to be on the supply chain for companies like Apple, and semiconductors. 

After the interview, Scott and John discuss the Chinese Yuan's recent fall, and what this could mean for U.S. markets. 

John asks Scott about President Trump's comments on the Federal Reserve, and Scott explains why raising interest rates is a good sign for the U.S. economy. 

Scott tells listeners what to look for during the European Commission President Jean-Claude Juncker's visit to the U.S., and why talks of a compromise could move the market higher. 

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